See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,371 | $61,660-83.2% | $80,019-87.0% | $64,186-83.8% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | -6.40% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $185 | $1,810-89.8% | $2,468-92.5% | $2,381-92.2% |
| Participant deferral / active EE | $600 | $2,968-79.8% | $3,686-83.7% | $3,470-82.7% |
| Admin fee / account holder | $7,814 | $5,417+44.2% | $6,521+19.8% | $4,888+59.9% |